Andrea Juliana Freiman

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2013 → 12/2023
  J.P. Morgan Securities Llc
  Miami, FL
• 12/2014 → 12/2023
  Jpmorgan Chase Bank Na
  Miami, FL
• 12/2023 → 08/2026
  Ubs Financial Services, Inc
  Miami, FL
• 08/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Lauderdale, FL

Previous Registrations

• 2023-12-05 → 2026-08-14
  Ubs Financial Services Inc.
  Miami, FL
  Coral Gables, FL
  Boca Raton, FL
  Coral Gables, FL
  Coral Gables, FL
• 2023-01-31 → 2023-12-02
  J.P. Morgan Securities Llc
  Miami, FL
  Miami, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-30
• S63 Uniform Securities Agent State Law Examination
  2013-10-04

Designations

• Certified Financial Planner

Other Names

• Andrea Juliana Forero
• Andrea J Forero